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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,410 | $148,623-37.1% | $135,974-31.3% | $139,466-33.0% |
| Participation rate | 84.6% | 83.9%+0.8pp | 81.9%+2.7pp | 80.3%+4.3pp |
| Annual return | 18.64% | 79.30%-60.7pp | 68.30%-49.7pp | 373.66%-355.0pp |
| Employer contribution / active EE | $3,134 | $5,246-40.3% | $4,859-35.5% | $4,754-34.1% |
| Participant deferral / active EE | $5,517 | $8,103-31.9% | $7,760-28.9% | $6,712-17.8% |
| Admin fee / account holder | $2,895 | $12,406-76.7% | $10,767-73.1% | $11,409-74.6% |